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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,911 | $88,707+35.2% | $74,184+61.6% | $273,972-56.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.83% | 11.94%-9.1pp | 17.74%-14.9pp | 41.46%-38.6pp |
| Employer contribution / active EE | $5,709 | $3,159+80.7% | $2,370+140.9% | $4,869+17.3% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,622 | $8,717-69.9% | $5,586-53.1% | $10,133-74.1% |